Advisory & Reporting Services
Interim Financial Statements
- Prepared in accordance with professional standards
- No audit or review opinion
Financial Forecasts & Projections
- Budgets and forecasts
- Cash flow projections
- Scenario analysis and financial modeling
Estate & Trust Tax (Compliance-Focused)
- Trust income tax filings
- Estate and trust tax compliance
- Coordination with legal and estate professionals
Tax Advisory & Planning
- Tax planning for individuals, trusts, and corporations
- Coordination of tax planning with financial statements
- Federal and provincial commodity tax planning and compliance
- Tax considerations for buying or selling a business
- Owner succession and continuity planning
- Support with notices of objection and tax audits (CRA / RQ)
Scientific Research and Experimental Development (SR&ED) Tax Incentives
- Eligibility assessment and filing
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